See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,837 | $95,803-73.0% | $113,168-77.2% | $84,808-69.5% |
| Participation rate | 79.2% | 72.9%+6.3pp | 76.6%+2.6pp | 68.3%+10.9pp |
| Annual return | 18.63% | 25.00%-6.4pp | 24.27%-5.6pp | 40.90%-22.3pp |
| Employer contribution / active EE | $2,229 | $2,360-5.5% | $2,975-25.1% | $2,631-15.3% |
| Participant deferral / active EE | $3,560 | $4,242-16.1% | $5,107-30.3% | $4,212-15.5% |
| Admin fee / account holder | $5,168 | $8,989-42.5% | $12,068-57.2% | $7,344-29.6% |